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Atria Wealth Solutions’s Atmos Energy ATO Stock Holding History

Atria Wealth Solutions’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,140
Closed -$298K – 1868
2024
Q4 		$298K Buy
+2,140
New +$304K ﹤0.01% 1550
2023
Q2 		– Sell
-2,077
Closed -$233K – 1870
2023
Q1 		$233K Buy
2,077
+6
+0.3% +$682 ﹤0.01% 1578
2022
Q4 		$232K Sell
2,071
-293
-12% -$32.2K ﹤0.01% 1519
2022
Q3 		$241K Buy
2,364
+106
+5% +$12.1K ﹤0.01% 1445
2022
Q2 		$253K Buy
2,258
+325
+17% +$37.2K 0.01% 1305
2022
Q1 		$231K Buy
+1,933
New +$211K ﹤0.01% 1481

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State Street
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Capital International Investors
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T. Rowe Price Associates
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Aristotle Capital Management
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return